Sensible Money’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $706K | Hold |
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|
2025
Q2 | $649K | Hold |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $304K | Buy |
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